We normally add quotes in Unleashed but it would be great if these could be synced into the relevant customer account in Prospect to schedule follow-up on quotes within a time frame. Also, if you could automate the expected follow-up time for quot...
This is a common function in gmail and others....we should be able to set a date for sending emails instead of it needing to be live. Can be very helpful to schedule out emails.
I would like to have a product list linked to a quotes report. this will show what products are currently in those quotes. this will allow me to check available stock and reorder based on gutometer, quantity across Quotes etc.
It would be very helpful if the company name was to show the company name in the task list, as it's quite difficult to identify specific projects without this.
Two way sync for Company with Cin7 Core/DEAR Inventory
It will be very useful and helpful to customers using Cin7 Core/DEAR Inventory that when they update the company details in either system, the change is reflected in both CRM & Cin7.
Quite a few customers i speak to would like to see the Magic Matrix work per individual SKU. This way they can pick say a top 20 list and then target all customers that have or haven't bought those individual products.
The Customise UI ability is great, but when adding a new items you can only add fields or reports with one header line per section. It would be great to be able to add a tip for the user on how to use the field that is being added. This would allo...
It is possible to send an email on an enquiry by clicking the envelope button on the email address entered on the enquiry. In an attempt to keep the contact/company records clean, a customer may want to make contact with the enquiry before convert...
At the moment you can add an activity to company level / contact level. But you can only set follow-ups against a contact. It would be great if you could set up follow-up against a company. Or even better, be able to write your activities against ...
Version 062 allows you to view imported delivery addresses in the CRM and also split these into new divisions. However there is no functionality to add new ones via the CRM. Website visitors can however do this themselves via a CMS plug-in, so in ...
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